New to LPL? You and your licensed staff members can find helpful resources and track your transition process in this portal.
The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.
Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.
Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.
Get the resources you deserve to build the practice you want. When you join LPL Financial, our goal is to support your vision and help your business thrive.
Comprehensive clearing and compliance services.
Access to objective research to provide advice and guidance.
Technology solutions to make your business more efficient.
Take advantage of the potential to improve your profitability with LPL Financial’s competitive payouts and charges.
Clear your trades quickly and effectively while keeping expenses in check.
Experience a smooth transition with our dedicated support and focused transition assistance.
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
Expert perspectives and insights for the fast-changing world of financial professionals.